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PBMares Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

PBMares Wealth Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,196
Closed -$242K – 200
2025
Q2 		$242K Sell
2,196
-279
-11% -$30.8K 0.04% 166
2025
Q1 		$273K Buy
2,475
+56
+2% +$6.18K 0.05% 161
2024
Q4 		$266K Buy
2,419
+430
+22% +$47.4K 0.05% 163
2024
Q3 		$220K Sell
1,989
-192
-9% -$21.2K 0.05% 182
2024
Q2 		$241K Sell
2,181
-275
-11% -$30.3K 0.06% 162
2024
Q1 		$271K Sell
2,456
-202
-8% -$22.3K 0.07% 151
2023
Q4 		$293K Sell
2,658
-2,158
-45% -$238K 0.09% 140
2023
Q3 		$532K Buy
4,816
+786
+20% +$86.7K 0.19% 90
2023
Q2 		$445K Buy
4,030
+845
+27% +$93.2K 0.16% 109
2023
Q1 		$352K Buy
3,185
+1,070
+51% +$118K 0.13% 124
2022
Q4 		$232K Buy
+2,115
New +$232K 0.09% 143

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PBMares Wealth Management's SHV Position: Q3 2025 in Review

PBMares Wealth Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2025, closing a stake of 2,196 shares — an estimated $242K sold.

PBMares Wealth Management first reported a position in SHV in Q4 2022 and held it in 11 quarters. The position peaked at $532K in Q3 2023. 684 funds tracked by Wall St. Rank hold SHV as of Q3 2025.

  • PBMares Wealth Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • PBMares Wealth Management sold 2,196 iShares 0-1 Year Treasury Bond ETF shares in Q3 2025, an estimated $242K.
  • PBMares Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
  • PBMares Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $532K in Q3 2023.
  • 684 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.